Caitlin John’s First Trust Active Factor Large Cap Growth ETF AFGR Stock Holding History

Caitlin John’s Portfolio AFGR Stock Details AFGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.81K	Hold	313	–	–	0.01%	526
2025 Q4	$11.1K	Hold	313	–	–	0.01%	524
2025 Q3	$11.3K	Buy	+313	New	+$10.9K	0.01%	476
2025 Q1	–	Sell	-313	Closed	-$9.46K	–	534
2024 Q4	$9.46K	Hold	313	–	–	0.01%	490
2024 Q3	$9.56K	Hold	313	–	–	0.01%	495
2024 Q2	$8.84K	Hold	313	–	–	0.01%	477
2024 Q1	$8.61K	Hold	313	–	–	0.01%	480
2023 Q4	$7.51K	Buy	+313	New	+$6.83K	0.01%	485

Other funds holding AFGR

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

GWP

Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

APW

Aurora Private Wealth Rockaway, New Jersey $158M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Caitlin John's AFGR Position: Q1 2026 in Review

Caitlin John held its First Trust Active Factor Large Cap Growth ETF (AFGR) position steady in Q1 2026 at 313 shares worth $9.81K. The position accounts for 0.01% of the portfolio, ranked #526.

Caitlin John first reported a position in AFGR in Q4 2023 and has held it in 8 quarters since. The position peaked at $11.3K in Q3 2025. 33 funds tracked by Wall St. Rank hold AFGR as of Q1 2026.

Caitlin John held 313 shares of First Trust Active Factor Large Cap Growth ETF worth $9.81K as of Q1 2026.
Caitlin John left its First Trust Active Factor Large Cap Growth ETF share count unchanged in Q1 2026.
First Trust Active Factor Large Cap Growth ETF made up 0.01% of Caitlin John's portfolio in Q1 2026, its #526 holding.
Caitlin John first reported a position in First Trust Active Factor Large Cap Growth ETF in Q4 2023 and has held it in 8 quarters since.
Caitlin John's First Trust Active Factor Large Cap Growth ETF position peaked at $11.3K in Q3 2025.
33 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap Growth ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.